For many finance teams, managing cash is still a manual, fragmented, and reactive process. Reconciliation happens in spreadsheets. Forecasts run once a week. Cash sits idle while teams pull statements. The consequence is real: treasury functions are focused on looking backwards when their business is looking forwards.
It is with this problem in mind that we are thrilled to announce Truist Ventures’ investment in Nilus, an agentic AI-powered treasury management platform that is transforming how finance teams operate.
A Smarter Way to Run Treasury
Nilus turns treasury from a system of record into a system of action. The platform unifies a business’s cash data across banks, payment gateways, and ERPs into a single connected system. Reconciliation that once took days happens automatically. Data unification maximizes potential for the purpose-built AI agents embedded in the Nilus platform.
Nilus developed an agentic layer with governance, auditability and human oversight. This approach establishes guardrails and encourages users to trust agents to automate recurring treasury workflows across liquidity, reconciliation, payments, and forecasting.
Agents can report variance analysis, investigations in plain language and monitor cash positions against custom policies, making specific recommendations to address early signs of an issue. Nilus is focused on building agents that function like teammates, answering questions CFOs and treasury teams ask every day: What is our liquidity position right now? What changed? Why did it change? And what should we do next? The added benefit to teammates is that agents can run and update forecasts continuously alongside complex global business operations.
The result is a finance team that spends less time assembling data and more time managing capital strategically.
Leader Insights
“Investing in Nilus reflects how we think about innovation at Truist. Its ability to scale across complex treasury environments was central to our investment thesis. Delivering real-time liquidity and cash visibility improves how finance teams manage risk, working capital, and decision-making. Nilus helps teams work more proactively, make better-informed decisions, and support the business with greater confidence.” — Christina Russ, Head of Corporate Development at Truist
“Financial systems must do more than report money movement—they need to anticipate needs and inform next steps. Truist is focused on where emerging technologies, like Nilus’ AI powered capabilities, can support faster, simpler, safer, and smarter payments for our clients, and we see meaningful potential in how innovations like these can responsibly influence the future of payments infrastructure.” — Chris Noe, Head of Enterprise Payments Product at Truist
Businesses of all sizes will benefit from automated data intelligence, cash forecasting and liquidity optimization. Nilus makes that a reality by removing barriers for companies to act on their financial data.
Truist Ventures invests in companies that drive innovation, deliver impactful solutions, and support the businesses and communities we serve. Nilus shares our commitment to this mission, and we are excited to support the Nilus team as they define the future of treasury management.